DMKC Advisory Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

DMKC Advisory Services’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.44M	Sell	17,870 -34	-0.2%	-$2.64K	0.27%	59
2026 Q1	$1.29M	Buy	17,904 +272	+2%	+$20.2K	0.54%	55
2025 Q4	$1.28M	Buy	17,632 +1,876	+12%	+$136K	0.56%	57
2025 Q3	$1.16M	Buy	15,756 +4,984	+46%	+$358K	0.59%	56
2025 Q2	$763K	Buy	+10,772	New	+$707K	0.4%	58

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

DMKC Advisory Services's VO Position: Q2 2026 in Review

DMKC Advisory Services reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.19% in Q2 2026, selling an estimated $2.64K and leaving 17,870 shares worth $1.44M. The position accounts for 0.27% of the portfolio, ranked #59.

DMKC Advisory Services first reported a position in VO in Q2 2025 and has held it in 5 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

DMKC Advisory Services held 17,870 shares of Vanguard Morningstar Mid-Cap ETF worth $1.44M as of Q2 2026.
DMKC Advisory Services sold 34 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.64K.
Vanguard Morningstar Mid-Cap ETF made up 0.27% of DMKC Advisory Services's portfolio in Q2 2026, its #59 holding.
DMKC Advisory Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on DMKC Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.